Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Organizational structure
Organization and personnel plan management
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.